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12th Annual Endowments and Foundations Conference

03Oct2024
Hosting Organization: 
CFA Society of Philadelphia
When: 
Thursday, October 3, 2024
8:30am - 5:00pm EDT
Where: 
CYTO PHL
2929 Arch Street, Philadelphia, PA 19104
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This day-long conference hosted by the CFA Society of Philadelphia will feature panel discussions and speakers from leading asset managers, non-profits, and subject matter experts in non-profit law and governance. The conference will address many of the pressing issues facing endowments, foundations and other philanthropic concerns.

Topics to be addressed at the conference include:

  • Behavioral Finance
  • Impact Investing and ESG
  • Asset Allocation Strategies
  • Current OCIO Trends
  • Board Governance

The keynote speaker is Lawrence “Larry” McDonald, a New York Times bestselling author, CNBC contributor, and Political Risk Expert. He is the creator of The Bear Traps Report, a weekly independent Macro Research Platform focusing on global political and systemic risk with actionable trade ideas.  

The full conference agenda with panel topics and speakers will be available soon on the CFA Society's website.

How to Register/RSVP: 

Registration:
CFA Members (all societies): $125
Non-Members: $220
Non-Profit Professionals: $50

The conference includes a full day's worth of programming, breakfast, lunch, and morning and afternoon networking breaks.

Register